Glass Wealth Management Co., LLC logo

Glass Wealth Management Co., LLC

Updated today

Client AUM

$270,715,416

Clients

349

Advisors

4

of 6 employees

About

Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management to high‑net‑worth individuals, families, trusts, donor‑advised funds, and closely held entities. The firm manages about $312 million across roughly 350 client relationships and also offers a Total Asset Management service for family relationships with more than $5 million in assets, in which it supplements portfolio management with consulting on external investments and referrals to professional service providers.

The firm constructs fully customized portfolios rather than using model portfolios and manages accounts across four core strategies (core equity, balanced, total fixed income, and total asset management for large families). Its process combines a top‑down sector assessment with bottom‑up company selection, emphasizes long‑term, tax‑aware investing with low turnover, and applies a documented sell discipline when price or fundamentals change.

Notable operational and governance features include a recent internal ownership succession intended to preserve continuity of leadership and an explicitly family‑office style offering for larger relationships that includes external asset review and implementation options. The firm uses an institutional platform relationship to access custody, trade execution and practice‑management tools, aggregates fixed‑income trades but generally does not aggregate equity orders, and does not accept proxy voting authority (custodians send proxies directly to clients).

Client services

Portfolio management

Expertise

Wealth management Tax-loss harvesting

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1 million: 1.00% annually $1 million - $5 million: 0.60% annually $5 million - $25 million: 0.50% annually (fees negotiable above $25 million)

Other

Account minimum: $5 million (for Total Asset Management service)

Main office

1020 NE Loop 410, Suite 802

San Antonio TX 78209-1544

Advisors at this office

4

Most active in

Louisiana · Texas

Also doing business as

Glass Management Company · Glass Wealth Management Co. · Glass Wealth Management Co., LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephen W

Series 63

San Antonio, TX

Glass Wealth Management Co., LLC

Stephen Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, with 27 years of industry experience. He holds a Series 63 designation and has worked at various iterations of Glass Wealth Management since 1999. Outside of his advisory role, Mr. Wilde is involved in family-held investment entities focused on illiquid real estate, private companies, and oil investments. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management primarily to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm offers fully customized portfolios across core strategies, emphasizing long-term, tax-aware investing, and includes a family-office style service for larger relationships.

Wealth management Tax-loss harvesting
user avatar

David H

Series 63, Series 65

San Antonio, TX

Glass Wealth Management Co., LLC

David Hornberger is a financial advisor at Glass Wealth Management Co., LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he is involved as a managing member in family-owned investment partnerships and serves as a trustee for family trusts. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm offers fully customized portfolios across core strategies, emphasizing long-term, tax-aware investing and a documented sell discipline.

Wealth management Tax-loss harvesting
user avatar

Christopher W

Series 63, Series 65

San Antonio, TX

Glass Wealth Management Co., LLC

Christopher Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Glass Wealth Management and its predecessor entity since 2013. Outside of his advisory role, Wilde is involved in managing several closely-held family investment vehicles focused on illiquid real estate, private company investments, and oil and gas ventures. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach, emphasizing tax efficiency, low turnover, and a defined sell discipline, with a particular focus on family office and Total Asset Management services for high-net-worth families.

Wealth management Tax-loss harvesting
user avatar

Campbell S

Series 65

San Antonio, TX

Glass Wealth Management Co., LLC

Campbell Seay is a financial advisor at Glass Wealth Management Co., LLC with two years of industry experience. He holds a Series 65 designation and has been with Glass Wealth Management since 2024. Prior to this, he was not employed in the financial services industry for ten years. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm manages approximately $312 million across 350 client relationships, offering customized portfolios that emphasize long-term, tax-aware investing across multiple core strategies.

Wealth management Tax-loss harvesting
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)